Institutional Ownership Nuveen Esg Mid Cap Value ETF (NUMV)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Value ETF (NUMV). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $406 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
38,115
shares
|
$1.41 Million
0.25% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
36,010
shares
|
$1.33 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
35,710
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
29,542
shares
|
$1.09 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
29,298
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
28,713
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
28,280
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2022
Added 11.12%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
27,485
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
26,583
shares
|
$981,444
0.0% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
26,120
shares
|
$964,350
0.0% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
25,648
shares
|
$946,924
0.05% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
24,825
shares
|
$916,539
0.11% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
22,427
shares
|
$828,004
0.1% of portfolio
|
Q2 2025
Reduced 25.79%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
20,245
shares
|
$747,445
2.09% of portfolio
|
Q2 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
20,040
shares
|
$739,876
0.0% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
19,097
shares
|
$705,061
0.19% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
18,970
shares
|
$700,372
0.47% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
18,962
shares
|
$700,077
0.08% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
18,438
shares
|
$680,730
0.5% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,276
shares
|
$674,749
0.34% of portfolio
|
Q1 2023
Added 25.05%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
18,007
shares
|
$664,818
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
17,964
shares
|
$663,230
0.06% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,566
shares
|
$648,536
0.01% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,473
shares
|
$645,103
0.0% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
15,560
shares
|
$574,475
0.18% of portfolio
|
Q1 2025
Added 6.5%
|